SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 306 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 5.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $566,000 | -27.9% | 13,459 | -23.4% | 0.11% | -17.8% |
| Q4 2021 | $785,000 | +2.6% | 17,565 | -2.2% | 0.14% | -18.7% |
| Q3 2021 | $765,000 | -0.8% | 17,954 | +2.4% | 0.17% | -2.4% |
| Q2 2021 | $771,000 | -62.9% | 17,540 | -64.4% | 0.17% | -75.2% |
| Q1 2021 | $2,080,000 | +21.6% | 49,223 | +3.0% | 0.69% | +38.6% |
| Q4 2020 | $1,710,000 | +1313.2% | 47,776 | +984.6% | 0.50% | +1137.5% |
| Q3 2020 | $121,000 | +24.7% | 4,405 | -1.0% | 0.04% | -7.0% |
| Q1 2020 | $97,000 | -23.6% | 4,450 | +4.9% | 0.04% | +2.4% |
| Q3 2019 | $127,000 | -18.1% | 4,242 | -16.6% | 0.04% | -14.3% |
| Q2 2019 | $155,000 | 0.0% | 5,085 | -0.7% | 0.05% | -5.8% |
| Q1 2019 | $155,000 | – | 5,119 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |